中信证券：政策二次集中发力 把握中期修复趋势

埃隆·马斯克关于是否在推特上添加编辑按钮的投票结束，有73.6%参与者投票支持。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/461/w938h323/20220406/b598-29618c48b833771078fe2cba58df4833.png"]},"commentid":"live:finance-152-2617170:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-04-06 08:51:17","update_time":"2022-04-06 08:51:48","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-04-06\/doc-imcwiwst0130160.shtml","docid":"mcwiwst0130160"}","old_live_cid":"0","tag":[{"id":"3","name":"公司"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-04-06/detail-imcwiwst0130160.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2617169,"zhibo_id":152,"type":0,"rich_text":"【中信证券：政策二次集中发力 把握中期修复趋势】中信证券研报称，疫情意外影响稳增长节奏，二季度政策加码的紧迫性明显上升，预计稳增长政策从全面铺开转向集中发力，市场多项悲观预期先于基本面提前见底，二季度开始经济对市场的负面影响在减弱，建议把握二三季度中期修复的趋势性行情。配置上，建议继续坚守稳增长主线围绕估值低位和预期低位品种布局，二季度需更加重视地产产业链。